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Attach supporting information

iTaskX offers different options to attach additional information or documents to your tasks:

Add notes to tasks, resources and assignments

You can add supporting information by typing in a note.

  1. Select a task, resource or a assignment.
  2. Choose the „Entry-Info-Inspector” Entry-Info-Inspector and click on the „Edit...” button beside „Notes”.
  3. Type your note.

Note
Tasks, resources or assignments with attached notes have a note icon Notes in the „Info” column.
Hint
Double-click the note Notes icon to read or edit your note.

Add a document to a task

You can add one document/file to each task in your project.

  1. Select a task.
  2. Point to „Edit” (from the „Edit” menu at the top of your screen) > „Tasks” > „Task Attachment” > „Assign...”.
  3. Choose the document you want to assign.

Notes

  • Tasks with attached documents have a attachment icon Attachment in the „Info” column.
  • Tasks with attached documents, which have a broken link have a broken attachment icon Broken Attachment in the „Info” column.
  • To remove a assigned document from a task, select the task and choose „Edit” (from the „Edit” menu at the top of your screen) > „Tasks” > „Task Attachment” > „Remove”.
  • To open a assigned document, select the task and choose „Edit” (from the „Edit” menu at the top of your screen) > „Tasks” > „Task Attachment” > „Open”.
  • To save a embedded assigned document, select the task and choose „Edit” (from the „Edit” menu at the top of your screen) > „Tasks” > „Task Attachment” > „Save as...”.

Hint
Holding down the „CTRL” ⌃ or „CTRL” ⌃ and „ALT” ⌥ key while clicking or right mouse click on a row brings up a shortcut menu which is listing the commands you can use. iTaskX has several shortcut menus. Use shortcut menus to save time and make it easier to work with iTaskX files.